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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,669 | $111,785-93.1% | $93,669-91.8% | $145,877-94.7% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 10.89% | 203.79%-192.9pp | 133.59%-122.7pp | 551.28%-540.4pp |
| Employer contribution / active EE | $582 | $3,096-81.2% | $2,424-76.0% | $4,663-87.5% |
| Participant deferral / active EE | $601 | $4,919-87.8% | $4,416-86.4% | $6,691-91.0% |
| Admin fee / account holder | $56 | $10,256-99.4% | $8,291-99.3% | $13,402-99.6% |